A blow to growth, reaffirming taxes in the "fiscal cliff" and the regime of "forced exchanges."
Donald L. Luskin
On the June FOMC
Wednesday, June 20, 2012
The Fed did all it could without growing its balance sheet -- that's for the August meeting.
Light at the End of the Cliff?
Monday, June 11, 2012
If the economy is "absolutely not fine," then Congress must absolutely not let taxes rise.
On FedSpeak
Thursday, June 7, 2012
The Fed got its engraved invitation to ease, and the RSVPs are coming in "yes."
On the May Jobs Report
Friday, June 1, 2012
That's one, two, three strikes for the jobs market, and the Fed steps up to the plate.
Time Is Our Frenemy
Thursday, May 24, 2012
We need the gift of time to secure the euro. But every day brings the fiscal cliff closer.
Is Gold Changing Its Mind?
Friday, May 18, 2012
Does gold need an engraved invitation? QE3 is coming soon to an economy near you.
Sell in May and Go Away -- Volume 3?
Thursday, May 10, 2012
Still just a correction, but now it has a dangerous theme -- existential risk to the euro.
The 2013 Fiscal Cliff Could Crush Stocks
Saturday, May 5, 2012
Do the math on dividend taxes. Yields lower, stock prices lower -- maybe by 30%.
On the April Jobs Report
Friday, May 4, 2012
A bogus drop in unemployment. Fed doves now have two excuses in a row for easing.